TECHNICAL TRAINING FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TECHNICAL TRAINING FOUNDATION (EIN 04-2864138)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-06-30
- IRS object ID
- 202131819349101103
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-30T09:53:24-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042864138 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TECHNICAL TRAINING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TECH | BusinessNameControlTxt |
| Phone | 9786851553 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 HIGH STREET NO 308 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUZANNE WRIGHT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9786851553 | PhoneNum |
| Signature | 2021-06-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J BERARD | PreparerPersonNm |
| PTIN | P00969175 | PTIN |
| Phone | 6172928400 | PhoneNum |
| Preparation | 2021-06-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $87,609,844 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $131,896 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $131,896 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,727,704 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,727,704 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,449,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,846,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,449,290 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $569 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $70 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,309,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,308,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $124,345 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $34,486 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $89,859 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,223 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,156 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,067 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $34,989 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,246 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $30,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $159,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,078 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $17,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,036 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,665 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $439,417 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,341 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $185,086 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,593,437 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,593,437 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,032,854 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,341 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,778,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,276,605 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,212,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,541 | CashBOYAmt |
| Cash EOY | $77,965 | CashEOYAmt |
| Cash EOYFMV | $77,965 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $224,758 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $227,731 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $224,758 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $224,758 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $39,642,828 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,314,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,324,049 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,332,923 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,442,231 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,665,127 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,545,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,950,298 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,311,770 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $6,175 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,175 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,825,724 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,016,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,609,844 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $833 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,484 | AccountsPayableEOYAmt |
| Other Liabilities BOY | -$9,118 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | -$40,538 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | -$8,285 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$26,054 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $48,834,009 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $55,042,186 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,834,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,042,186 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,825,724 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,016,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,834,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,276,605 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,931,572 | OtherIncreasesAmt |
| Subtotal | $55,042,186 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,042,186 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MURIEL SIEBERT STCG | P | $4,439,159 | $6,756,027 | -$2,316,868 | -$2,316,868 |
| MURIEL SIEBERT LTCG | P | $19,076,229 | $9,641,498 | $9,434,731 | $9,434,731 |
| CAPITAL GAINS DIVIDENDS | P | $331,427 | $331,427 | $331,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,449,290 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,464,700 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $86,579,965 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051567 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,978,585 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,770,954 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,870,589 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $72,073,871 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053703 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,762,557 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $65,059,283 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057833 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,424,349 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $67,891,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050439 | DistributionYr5Rt |
| Total Distribution | 0.262197 | TotalDistributionRt |
| Average Distribution | 0.052439 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $85,498,323 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,483,447 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $92,126 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,575,573 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,778,523 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $92,126 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,126 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132,609 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $132,609 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $40,483 | OverpaymentAmt |
| Applied To ES Tax | $40,483 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUZANNE WRIGHT | IndividualWithBooksNm |
| Phone | 9786851553 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 HIGH ST STE 308 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WENSLEY HEFNI | ||||||||
| 75 WEST STREET | BEVERLY | MA | 01915 | TRUSTEE | 20.00 | $0 | $0 | $0 |
| SUZANNE WRIGHT | ||||||||
| 75 WEST STREET | BEVERLY | MA | 01915 | TRUSTEE | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MATIULLAH AMIN | ||||||||
| 18 MILL STREET | WILLIAMSTOWN | MA | 01267 | DIRECTOR OF OPERATIO | 40.00 | $70,837 | $0 | $0 |
| VICKY GARCIA GARCIA | ||||||||
| 31 NEW STREET | HAVERHILL | MA | 01830 | BOOKKEEPER | 40.00 | $53,508 | $2,912 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $86,746,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,474 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,800,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,800,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,302,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,498,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,274,916 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,274,916 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,126 | TotalTaxAmt |
| Distributable Before Adj | $4,182,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,182,790 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,182,790 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,778,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,778,523 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $92,126 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,686,397 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,182,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $317,107 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,778,523 | QualifyingDistributionsAmt |
| Applied To Year1 | $317,107 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,182,790 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $278,626 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $278,626 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $278,626 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $278,626 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SUZANNE WRIGHT CO TECHNICAL TRAININ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 HIGH STREET STE 308 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9786851553 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SCIENTIFIC AND TECHNICAL TRAINING EDUCATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CAL POLY | ||||||
| 1 GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | PC | GRANTS | $128,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GRANTS | $25,000 |
| CALIFORNIA SCIENCE CENTER FOUNDATION | ||||||
| 700 EXPOSITION PARK DRIVE | LOS ANGELES | CA | 90037 | PC | GRANTS | $333,333 |
| CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION | ||||||
| 2015 STEINER STREET | SAN FRANCISCO | CA | 94115 | PC | GRANTS | $500,000 |
| DOCTOR WITHOUT BORDERS | ||||||
| 40 RECTOR ST 16TH FLOOR | NEW YORK | NY | 10006 | PC | GRANTS | $10,100 |
| EL-HEFNI EDUCATIONAL FOUNDATION | ||||||
| 4 HIGH ST STE 302 | NO ANDOVER | MA | 01845 | PC | GRANTS | $20,338 |
| EMPOWERS AFRICA | ||||||
| 2 BEEKMAN PL STE 18B | NEW YORK | NY | 10022 | PC | GRANTS | $30,000 |
| EMPOWERS AFRICA | ||||||
| 2 BEEKMAN PL STE 18B | NEW YORK | NY | 10022 | PC | GRANTS | $100,000 |
| LANDMARK | ||||||
| PO BOX 227 | PRIDES CROSSING | MA | 01965 | PC | GRANTS | $333,333 |
| NOTRE DAME HIGH SCHOOL | ||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01841 | PC | GRANTS | $250,000 |
| NOTRE DAME HIGH SCHOOL | ||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01841 | PC | GRANTS | $750,000 |
| NOTRE DAME HIGH SCHOOL | ||||||
| 303 HAVERHILL ST | LAWRENCE | MA | 01841 | PC | GRANTS | $170,000 |
| SOLA I CAN FOUNDATION | ||||||
| 8629 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | GRANTS | $30,000 |
| SOLA I CAN FOUNDATION | ||||||
| 8629 S VERMONT AVE | LOS ANGELES | CA | 90044 | PC | GRANTS | $333,333 |
| VERBUM DEI HIGH SCHOOL | ||||||
| 11100 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90059 | PC | GRANTS | $90,000 |
| VERBUM DEI HIGH SCHOOL | ||||||
| 11100 SOUTH CENTRAL AVE | LOS ANGELES | CA | 90059 | PC | GRANTS | $90,000 |
| WINDHAM WOODS SCHOOL | ||||||
| 39 ROULSTON ROAD | WINDHAM | NH | 03087 | PC | GRANTS | $650,000 |
| WINDHAM WOODS SCHOOL | ||||||
| 39 ROULSTON ROAD | WINDHAM | NH | 03087 | PC | GRANTS | $750,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,593,437 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $131,896 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,727,704 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,449,290 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,309,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,309,459 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $38,246 | Amt |
| Net Investment Income | $7,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,995 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEAR'S UNDISTRIBUTED INCOME.PURSUANT TO TREASURY REGS. SECTION 53.4942(A)-3(D)(2) AND UNDER SECTION 6033, THE ORGANIZATION HEREBY ELECTS TO APPLY ALL OF THE REMAINING QUALIFIED DISTRIBUTIONS MADE FOR THE YEAR ENDED 8/31/18 FIRST TO THE PREVIOUSLY UNDISTRIBUTED INCOME FROM THE YEAR ENDED 8/31/15. | ElectionDesc |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EL-HEFNI EDUCATIONAL FOUNDATION DBA QUARRYBROOK EXPERIENTIAL EDUCATION CE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 HIGH STREET SUITE 308 | AddressLine1Txt |
| City | NORTH ANDOVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-05-27 | GrantDt |
| Grant | $30,000 | GrantAmt |
| Purpose Of Grant | THE MAIN PURPOSE OF EL-HEFNI EDUCATIONAL FOUNDATION ("EL-HEFNI") WAS TO IMPROVE EDUCATION FOR CHILDREN, PARTICULARLY THOSE CHILDREN IN UNDERSERVED OR IMPOVERISHED AREAS, BY TRAINING TEACHERS IN INTERACTIVE, INQUIRY-BASED TEACHING METHODS THROUGH FIELD CLASSES FOR CHILDREN AND THEIR TEACHERS AND ALSO THROUGH CONTINUING EDUCATION CLASSES FOR TEACHERS. EL-HEFNI ENGAGED WITH FACULTY THROUGH PROFESSIONAL DEVELOPMENT, K-12 FIELD PROGRAMS, INTERNATIONAL PROGRAMS, AND CONSTANT CURRICULUM DEVELOPMENT TO SHOWCASE ACTIVE OUTDOOR LEARNING. THE PROGRAM HIGHLIGHTED ALTERNATIVE LEARNING MODELS AND DEMONSTRATED THAT NATIONAL AND INTERNATIONAL EDUCATIONAL STANDARDS AND OBJECTIVES COULD BE MET OUTSIDE OF A TRADITIONAL CLASSROOM MODEL. | PurposeOfGrantTxt |
| Expended By Grantee | $20,338 | ExpendedByGranteeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $3,442,231 | EOYBookValueAmt |
| EOYFMV | $3,665,127 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SIEBERT PORTFOLIO | StockNm |
| EOY Book Value | $46,314,705 | EOYBookValueAmt |
| EOYFMV | $73,324,049 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $4,793,345 | $10,154,817 |
| BOND INTEREST ACCRUED | AT COST | $28,457 | $28,457 |
| DIVIDENDS ACCRUED | AT COST | $128,496 | $128,496 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $34,989 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS PAID | Desc |
| BOY Book Value | $6,175 | BOYBookValueAmt |
| EOY Book Value | $6,175 | EOYBookValueAmt |
| EOYFMV | $6,175 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $4,402 | $4,402 | $0 |
| UTILITIES | $2,406 | $1,203 | $1,203 |
| GENERAL OFFICE EXPENSES | $18,228 | $1,766 | $16,462 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $569 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $569 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE FOR ADJUSTMENTS TO TAX BASIS OF INVESTMENTS | Desc |
| Amt | $1,931,572 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| MASTER CARD | $441 | $0 |
| DUE TO IRS | -$9,559 | -$40,538 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX FORM 990-PF | $123,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $36,078 | $36,078 | $0 |
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